Picking the right CRM system for your company presents numerous challenges, not least of which is the evaluation of the different tools. That’s why we’ve created a list of important factors when making the choice between Zoho vs. Insightly.
With the time and money invested in choosing the sales and contact management tool, you need to ensure you make the right choice. That’s why it’s important to consider numerous tools. Companies often compare Zoho vs. Insightly without knowing there might be far better options available. Since there’s no universally suitable CRM software, the secret to finding what’s most befitting to you lies in listing, evaluating and comparing the CRMs’ most important aspects.
When you propose a new tool to your team, the ease of implementation and the amount of training required are extremely important. Take a look at how intuitive and visual the tool is, how easy it is to roll out and whether it is plug-and-play or requires heavy IT support to set up. These aspects will determine how much traction the tool gains in your team, and how much you need to spend on implementation and training.
Many salespeople are often on the move, going to meetings, working off-site. For that reason, high-quality native mobile apps are a must so everyone on your team can always be on the same page about various deals. The importance of a great support team cannot be underestimated. For salespeople, quick response time and the quality of answers relating to questions about their CRM is necessary – slow response time kills opportunities.
If you need a tool that will help you never miss an opportunity, take a look at Pipedrive. We’ve built the tool for salespeople based on 15-plus years of sales experience. The sales pipeline approach with its visual sales stages will never let you drop the ball. It makes you focus on what really matters – driving your sales deals forward.